AUMdb

Bes Engineering 401(k) Plan And Trust

Sponsored by The Bergaila Company Dba Bes Engineering · EIN 263028298 · Plan #001

Total assets
$7.0M
Net assets
$7.0M
Active participants
386
With balances
207

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Calvetti Ferguson Llc Accounting $12,840
Lpl Financial Llc Other commissions $0
Fidelity Investments Institutional Participant loan processing, Sub-transfer agency fees, Recordkeeping fees -$14,192